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Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode.
#51 The Fed’s flip – why risk management could be a tailwind for equities
The Investment Perspective, with Ninety One
13 minutes 48 seconds
1 month ago
#51 The Fed’s flip – why risk management could be a tailwind for equities
The tone of the US Federal Reserve has flipped from hovering on the hawkish side earlier this summer to delving firmly into dovish territory today. With jobs, inflation and politics all demanding attention, the policy permutations are many. Alex Holroyd-Jones unpacks the Fed’s shift into risk-management mode and what it means for markets and for equities in particular.
Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode.